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Amazon
AMZN

Overview Fund Activity

4,694 hedge funds and large institutions have $1.02T invested in Amazon in 2023 Q4 according to their latest regulatory filings, with 532 funds opening new positions, 2,097 increasing their positions, 1,696 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,694
Holders Change
+345
Holders Change %
+7.93%
% of All Funds
68.81%
Holding in Top 10
1,594
Holding in Top 10 Change
+238
Holding in Top 10 Change %
+17.55%
% of All Funds
23.37%
New
532
Increased
2,097
Reduced
1,696
Closed
110
Calls
$42.2B
Puts
$44.1B
Net Calls
-$1.88B
Net Calls Change
-$787M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.5B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$6.78B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.13B
4
BlackRock
BlackRock
New York
+$2.1B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$9.84B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.33B
3
QP
Quilter Plc
United Kingdom
-$1.42B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.22B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
1076
Integrated Advisors Network
Texas
$22.4M +$461K +3,031 +2%
GIA
1077
Guyasuta Investment Advisors
Pennsylvania
$22.3M -$519K -3,416 -2%
HW
1078
Hamilton Wealth
California
$22.3M -$82.7K -544 -0.4%
DWT
1079
Dorsey & Whitney Trust
South Dakota
$22.3M +$651K +4,287 +3%
FIA
1080
Foundations Investment Advisors
Arizona
$22.3M +$4.38M +27,501 +24%
TCM
1081
Twin Capital Management
Pennsylvania
$22.2M -$1.87M -12,338 -8%
WANY
1082
Wealthspire Advisors (New York)
New York
$22.2M +$943K +6,206 +4%
LDB
1083
Lee, Danner & Bass
Tennessee
$22.2M -$3.05M -20,106 -12%
CA
1084
Claar Advisors
New York
$22.2M – – –
PMG
1085
ProVise Management Group
Florida
$22.2M +$270K +1,778 +1%
TCM
1086
Trybe Capital Management
Connecticut
$22.2M – – –
TSM
1087
Two Star Manager
Florida
$22.1M +$22.1M +145,540 New
CGA
1088
Compound Global Advisors
Washington
$22.1M +$5.3M +34,896 +32%
IIA
1089
IPG Investment Advisors
California
$22.1M +$503K +3,309 +2%
HIC
1090
Hartline Investment Corp
Illinois
$22M -$144K -946 -0.6%
GKWIM
1091
Gerber Kawasaki Wealth & Investment Management
California
$22M -$293K -1,931 -1%
MCM
1092
Makena Capital Management
California
$21.9M -$1.54M -10,127 -7%
GFA
1093
Gifford Fong Associates
California
$21.9M – – –
VAS
1094
Valicenti Advisory Services
New York
$21.9M -$332K -2,182 -1%
WWM
1095
Western Wealth Management
Colorado
$21.8M +$436K +2,872 +2%
MAM
1096
Meeder Asset Management
Ohio
$21.8M +$2.52M +16,602 +13%
CIS
1097
Connors Investor Services
Pennsylvania
$21.8M +$3.99M +26,293 +22%
BFA
1098
Bragg Financial Advisors
North Carolina
$21.7M +$413K +2,717 +2%
WWA
1099
WCG Wealth Advisors
Nevada
$21.6M +$43.8K +288 +0.2%
SPC
1100
Sigma Planning Corp
Michigan
$21.6M -$33.8M -222,167 -61%
42 43
44
45 46